Very professional wealth management firm in Charlotte with great results and happy clients…read more Launching their own custom index products that are game changers.

From the owner: Unlike other investment firms (fee-only investment advisors and retail advisors), Linden Thomas &…read moreCompany directly manages money for their private client (Institutional Direct). We also have a team of CFP®s, CFAs, FPs, FAs, and other industry experts that work together to help each client. This enables each client to plan, manage, and navigate before and during retirement. The main benefit is that our structure removes unnecessary layers of fees. Recognized 27 times as one of the nation's top wealth managers, Linden Thomas & Company takes great pride in putting their needs first. This is why we have built a team of professionals with different talents to build portfolios directly tailored specifically to the client's needs. Our focus starts with service and education and ends with tailored needs and results. Over the years this focus has helped our founder and team to be one of the industry's most recognized, but the real reward is when clients can rest and know they are being cared for.

I recently needed to get something notarized and was dreading the trip to my bank (one of the "big…read morebox banks") that would probably eat up hours of my day. One suggestion came up that I should try calling Schwab to see if they offer the service, and they do!! Called ahead and Cooper told me that both persons manning the desk had the ability to notarize documents, no appointments needed. Later in the day, I made my way over to Schwab. The SouthPark location is super convenient, they have their own, dedicated parking lot that was easy to get in and out of. The counter is shared with TD Ameritrade, so once you figured out which side of the main desk to go to, it was a breeze. Cooper looked like he just came back from lunch, or a break but he remembered my voice from my phone query and we got to notarizing (with valid ID and documentation of course!) There was no line and the whole thing probably took 15min (I spent more time driving to the location I bet). Of course, I was only notarizing two documents (total of 6-8 pages of information for my professional engineering license... so I'm sure you need to allot for more time if you have a lot of paperwork to go through and review). It also helps that I am a Schwab account holder. Overall it was a great experience, and I need to think of them more often when I need to do "official business things" or in need of a notary.

I visited the location in South Park. I had something minor and was anticipating a terrible…read moreexperience but was so pleased by the excellent customer service. There is lots of parking available.

Registered Investment Adviser Milton Castellanos is absolutely amazing. Not only is he probably the…read moresmartest, most trustworthy person I've ever met, but he is so good at explaining complex concepts to those who don't understand a thing about them, as well as personable, patient, professional, and dedicated.

Been there for many years. No customer service. For a check that bounced they have frozen my multi…read moreMM $ accounts and I cannot access MY money! Tried to xfer to BAML and these a holes rejected it saying my accounts are restricted. Hours on the phone with random 800 # losers who know and do nothing and I'm in an endless loop for weeks. STAY FAR FAR AWAY FROM THESE BOZOS

Really embarrassing visit. I tried to make an appointment via phone but no one answered. So I made…read morea trip into the office. I was given 5 minutes of advice, in the lobby, by the lady working the front desk. She showed me stuff that is on the web site. THANKS! I didn't know where to start. I was never asked questions about how much I was looking to invest. I indicated I needed advisement, hence why I came in and asked to speak to a financial advisor. I recently received a large inheritance. I was given options with yearly limits of $5,500 and $18,500. Um, yeah. THANKS! I was then given a card with an 800 number to call for more assistance. I kid you not. They have an office and when you go in, they tell you to call someone on the phone at some call center. I had some really old 401K stuff from a job 10 years ago, but I am taking my new business elsewhere. And I will likely pull out what I had shortly. THANKS!

Their MacBook financing agents are incredibly rude. One agent told me that my credit score needed…read moreto be at least 600 so I checked after our call and it is higher. I tried again and the next agent told me that first one was lying, then retracted that and said my bank was lying to me. Then proceeded to talk down to me like I am a child because I suggested they may have some incorrect information about me on file and refused to tell me what my credit score is according to their records. I love Apple products but I cannot afford a MacBook any other way. Apple lost my sale and will continue losing sales if the Fairview agents continue to behave this way to customers.

From the owner: Investment Management, Financial Planning & Annuity Specialists…read more - Carefully Balanced Solutions - Our style of investment management is based on the concept that participating in the extraordinary long term growth of the markets requires a sophisticated and flexible approach. We strive towards providing the most efficient investment vehicles for every component of our customized portfolios, but also recognize that capital preservation during severe declines can lead to substantially enhanced long term performance. Principal protection is a critical component of our process. Fairview Financial is an independent Registered Investment Advisor - which by definition means that we have a fiduciary duty to provide advice that is in the best interest of our clients.

As long as you don't use auto bill pay or online bill pay, Allegacy is fine. BUT just know that…read moremaking payments is not very easy nor are payments recorded in a timely manner. Even mailing them a paper check takes 10-14 days to hit their books. Their customer service associates however are great to work with. Which is great, because you're probably going to spend a lot of time talking to them. Allegacy, in this day and age, how can you not have auto pay or even a decent app to pay online?

Very good Credit Union. Staff is friendly always have a smile on their face. The one thing I don't…read morelike is the share banking. You have to go inside to get money. You can't go to the ATM. So that makes it complicated to get money when they're close. That is something that should be looked at. That is why I gave them 4 stars. Other wise if I could'v I would give them ten plus.

I really appreciate Dan's effort to help me organize my retirement and improve my personal…read morefinancial investments. He has regularly gone above and beyond.

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Just spent 90 minutes on hold with Ally Invest, and still no representative has picked up, so, no,…read moreI do not think their customer service is very good. Their email support is not responsive and the chat support is actually broken. They promised tax forms sometime in February just like they do every year, and today is March 1, which was the reason for my call. It's reasonable to say a minor delay could be excusable, but when there are brokerages who have a human answer the phone nearly immediately, there's no need to deal with a business who disrespects your time like this. I'll be switching to Fidelity when the time is right. UPDATE: days later and still no email response from customer service, not even a "let's schedule a call since we can't discuss sensitive information over email" type of response.

Tradeking was good until Ally took over. Now it's a scammer website. I had a few stocks in here and…read morethey charged me $75 because "you have been charged a non-transferable fee for a stock that is worthless in your account." They literally sold $75 worth of stock without my knowledge and pocked the money. Yeah, sure. $75. I took my stocks and moved them to a site that isn't selling my stocks without my knowledge and stealing their 'fees'. The employee I talked with, Adriana, was useless.